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Primerica
PRI

Overview Fund Activity

317 hedge funds and large institutions have $5.45B invested in Primerica in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 100 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
29
Increased
100
Reduced
117
Closed
30
Calls
$1.79M
Puts
$3.8M
Net Calls
-$2.01M
Net Calls Change
-$274K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$383M
2
FMI
Fiduciary Management Inc
Wisconsin
$70.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$634M
4
State Street
State Street
Massachusetts
$164M
5
AII
AGF Investments Inc
Ontario, Canada
$96.1M

Top Sellers

1
BlackRock
BlackRock
New York
$502M
2
Macquarie Group
Macquarie Group
Australia
$6.93M
3
Wells Fargo
Wells Fargo
California
$88.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.5M
5
Lazard Asset Management
Lazard Asset Management
New York
$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$387K +$13.5K +88 +4%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$378K +$67.9K +444 +22%
KPWS
203
Kestra Private Wealth Services
Texas
$375K – – –
PA
204
Profund Advisors
Maryland
$368K -$11.5K -75 -3%
JCIA
205
Jackson Creek Investment Advisors
Colorado
$360K -$165K -1,078 -31%
ROC
206
Running Oak Capital
Minnesota
$353K -$5.76M -37,589 -94%
Lazard Asset Management
207
Lazard Asset Management
New York
$352K -$10.6M -69,085 -97%
GAM
208
Gotham Asset Management
New York
$349K -$78.6K -513 -18%
KFP
209
KB Financial Partners
New Jersey
$348K +$90.2K +588 +35%
MWM
210
Meridian Wealth Management
Kentucky
$343K – – –
SCM
211
Shelton Capital Management
Colorado
$342K – – –
NB
212
Northwest Bancshares
Pennsylvania
$332K – – –
FTA
213
Financial & Tax Architects
Missouri
$322K – – –
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$317K +$38.2K +250 +14%
URS
215
Utah Retirement Systems
Utah
$306K – – –
FHB
216
First Hawaiian Bank
Hawaii
$299K -$8.11K -53 -3%
GWSG
217
GPS Wealth Strategies Group
Colorado
$289K +$68K +444 +31%
OTPPB
218
Ontario Teachers' Pension Plan Board
Ontario, Canada
$288K -$1.26M -8,229 -81%
RIM
219
Redwood Investment Management
Arizona
$287K -$610K -3,980 -68%
CB
220
Commerce Bank
Missouri
$284K – – –
IP
221
Innovative Portfolios
Indiana
$282K +$282K +1,840 New
APA
222
American Portfolios Advisors
New York
$280K +$3.37K +22 +1%
WA
223
Wealth Alliance
New York
$276K -$8.11K -53 -3%
WAM
224
World Asset Management
Michigan
$272K -$13.2K -86 -5%
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$256K -$2.32M -15,149 -90%
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